Online Trading

Trade the World Online from wherever you are

Self directed Online trading access on all major global markets and exchanges. Lightning fills on market trades and automated settlement and custody of securities in local market currency.

When we decided to add an online stock trading system to our services, we initially reviewed all of the large well known electronic trading platforms and came to the realization they did not offer the security or international exchange access we demand for our private client base. We decided to invest the time and money to build our own, proprietary offshore global trading platform from the ground up. The result is ‘OPUS’ our internal, purpose-built online trade platform for international investing on all major global exchanges.

Online OPUS access is available for all LOM accounts at no charge. Customers have two choices: ‘view only’ access, which allows them to view their investments, P&L and valuations in real-time, review historical transactions, download account statements and trade confirmations, and to send a secure message to their account representative. Choosing ‘online trading’ access enables the ability to enter equity trades on the global markets listed above for any LOM brokerage account.

OPUS ONE ACCOUNT

The OPUS One account is a special, self-directed, execution-only accountfor individuals that do not want a dedicated advisor; the account offers 24 hour electronic trading on all the world’s major exchanges, with lower transaction fees and a competitive monthly administration fee.

Terms and Conditions:

OPUS ONE accounts are strictly self-directed (“execution-only”). LOM provides no advice and does not consider the suitability of any trades you may make.

Accounts have no broker or advisor assigned to them. An administrative representative is available to assist with opening accounts and with certain transactions that cannot be entered online.

Accounts may be invested in equities (see attached list for markets and exchanges), US equity options (long positions only), and mutual funds managed by the LOM Group.

Accounts may not send or receive funds or securities to or from third parties.

Accounts may not deal in physical securities, bonds, futures or CFDs, participate in private placements, invest in non-LOM mutual funds, engage in short sales, or hold private securities, and may not deposit or receive cash.

All accounts have online access to statements; no printed statements will be mailed.

All equity trades must be entered online. OPUS ONE customers can contact a customer representative to enter long options orders, to request foreign exchange transactions, to buy or sell LOM funds, or other administrative needs associated with their account.

Customers must ensure they have purchased and settled sufficient foreign currency in their accounts before purchasing foreign securities; otherwise may be subject to penalty interest rates, buy-ins of failing trades, and/or trade cancellation.

Fees, terms and conditions are subject to change, with notice published in the Opus online portal.